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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,139 | $103,164+10.6% | $90,259+26.5% | $154,746-26.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.65% | 19.25%-5.6pp | 18.88%-5.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,054 | $2,532-18.9% | $2,291-10.4% | $4,379-53.1% |
| Participant deferral / active EE | $9,654 | $4,422+118.3% | $3,827+152.3% | $6,730+43.4% |
| Admin fee / account holder | $1,047 | $8,593-87.8% | $7,267-85.6% | $14,365-92.7% |